Panorama's Cash Investment Strategy

Webinar

Information for advice professionals only.

Panorama's cash investment strategy allows you to set up and maintain automatic investing for clients, with surplus cash invested into specific managed investments they hold. This webinar will outline how and where you can establish a Cash Investment Strategy for your clients, along with further related reporting and how it interacts with other Panorama functionality.

Panorama's Cash Investment Strategy

Access the latest in practice insights, market news and articles to help you grow your business.

In this session we will explore the impact that the incremental impacts on caps has on advice strategies and important considerations on timing.
Webinar
Growth strategy or nightmare? The one-stop-shop has been around for many years, but many firms fail to capitalise on the benefits of a multi-disciplined approach.
Webinar
Find out what the US Presidential election outcome may mean for different sectors of the economy and how that may drive investment opportunities and outcomes into the future.
Webinar




The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.